Cascade Wealth Advisors, Inc Ishares Tr Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Tr stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,210 shares of IYF stock, worth $496,990. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,210
Previous 5,450 22.75%
Holding current value
$496,990
Previous $566 Million 17.79%
% of portfolio
0.32%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$102.7 - $119.05 $127,348 - $147,622
-1,240 Reduced 22.75%
4,210 $466 Million
Q3 2024

Oct 15, 2024
SELL
$93.83 - $105.05 $112,596 - $126,060
-1,200 Reduced 18.05%
5,450 $566 Million
Q2 2024

Jul 26, 2024
SELL
$89.39 - $96.85 $145,705 - $157,865
-1,630 Reduced 19.69%
6,650 $663 Million
Q1 2024

Apr 15, 2024
BUY
$83.91 - $95.65 $694,774 - $791,982
8,280 New
8,280 $750 Million

Others Institutions Holding IYF

# of Institutions
439
Shares Held
18.4M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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